Salesforce Reporting: Most-used fields

Salesforce Reporting: Most-used fields#

The table below gives information about most-used fields that you can import from Salesforce Reporting. Other fields might also be available in Adverity.

The fields that you can fetch in Adverity are updated regularly to reflect updates to data source APIs.

API name

Adverity UI name

Description

Use in Adverity

Account Currency

Account Currency

The default currency for currency amount fields in the account, if multi-currency is enabled.

dimension

Account ID

Account ID

The unique identifier for the account record.

dimension

Account Name

Account Name

The identifying name of the account.

dimension

Account Number

Account Number

An alphanumeric identifier assigned to the account.

dimension

Account Record Type

Account Record Type

The record type assigned to the account, which can define different page layouts and picklist values.

dimension

Close Date

Close Date

The date when the sales opportunity is expected or actually closed.

dimension

Contact: Title

Contact: Title

The job title of the contact.

dimension

Created Date

Created Date

The date and time when the record was created.

dimension

Last Modified

Last Modified

The date and time when the record was last modified.

dimension

Last Modified Date

Last Modified Date

The date and time when the record was last modified.

dimension

Opportunity Name

Opportunity Name

The identifying name of the sales opportunity.

dimension

Person Account: Birthdate

Person Account: Birthdate

The birthdate of the person for a Person Account.

dimension

Person Account: Email

Person Account: Email

The email address of the person for a Person Account.

dimension

Person Account: First Name

Person Account: First Name

The first name of the person for a Person Account.

dimension

Person Account: Last Name

Person Account: Last Name

The last name of the person for a Person Account.

dimension

Stage

Stage

The current stage in the lifecycle of a record, such as a sales opportunity or case.

dimension